Your learning journey starts here
As part of the Xero family, you can access these on-demand learning courses for wherever you are on your journey.
Get to know Xero
Take this course for an introduction to Xero for your practice. It’s available to all Xero accounting and bookkeeping partners.
Get to know Xero essentials
Learn the basics of using Xero from invoicing to bank reconciliation as well as how to choose the right Xero business plan.Log in to the Xero essentials course
Deepen your knowledge
Set up Xero and file returns
Become familiar with setting up Xero and filing returns if you’re not already.Set up XeroPrepare and file a GST/HST return reportPrepare and file a British Columbia PST return report Prepare and file a Manitoba RST return reportPrepare and file a Saskatchewan PST return report
Be an engaged partner
Complete the Xero certification courses online, join a webinar, or take the fast-track Xero advisor certification assessment.
Become a Xero certified advisor to get the most out of Xero
Complete the Xero certification courses online, join a webinar, or take the fast-track Xero advisor certification assessment.Xero advisor certification
Get the most from Xero Cashbook
Do some clients need Xero’s automated bank feeds but don’t need invoicing? Learn how to get daily bank feeds of their bank transactions.Learn about Xero Cashbook
Get the most from Xero Ledger
Do you just need annual accounts preparation for some of your clients? This course includes how to let clients view their data and reports.Learn about Xero Ledger
Migrate your practice
Ready to move your practice over to Xero? Take the courses below to get started.
Migrate to Xero
Learn how to migrate multiple clients over to Xero, plus the techniques and tools available to make it easier.Learn how to migrate clients to Xero
Convert to Xero from any system
Learn how to move your business from any system to Xero, from preparing data for export to importing invoices, bills and bank statements.Learn how to convert from any system to Xero
Manage cloud security for your business
Keep your important business and personal data safe online. Identify and avoid cybercrime to protect you, your staff, and your customers.Learn ways to keep your business safe online
Get the most out of Hubdoc
Add, manage and publish documents in Hubdoc. Let Hubdoc extract key info from bills and receipts.Learn about using Hubdoc for capturing data
If you’re ready to incorporate advisory into your practice, you're in the right place. Otherwise, you might want to skip ahead to the ‘reach
Advise on cash flow apps
Learn how to provide cash flow app advisory services, grow a trusted advisor relationship with clients, and increase revenue opportunities.Learn about cash flow app advisory services
This course deepens your industry knowledge and shows you how to match the needs of your professional services clients with the right app.Learn about app advisory services for professional clients
Retail and ecommerce
See how to match the needs of your retail and ecommerce clients with the right app so they can optimize sales and operational performance.Learn about retail and ecommerce app advisory services
Trade and construction
Learn how to find the right apps for your construction clients so they can optimize cash flow, profitability and efficiency.Learn more about trade and construction app advisory services
Reach your goals
Interested in how to utilize Xero services in order to improve your practice? Then these courses are for you.
Run a client event
Check out this course to learn how to plan, organize, and run a successful Xero demo event.Learn how to run a client event to demo Xero
Become a Xero partner
Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.